Nvest Financial’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
6,606
+899
| +16% | +$309K | 1.18% | 29 |
|
|
2025
Q1 | $1.99M | Buy |
5,707
+904
| +19% | +$316K | 1.07% | 31 |
|
|
2024
Q4 | $1.63M | Buy |
4,803
+1,039
| +28% | +$353K | 0.83% | 36 |
|
|
2024
Q3 | $1.44M | Buy |
3,764
+1,857
| +97% | +$709K | 0.82% | 38 |
|
|
2024
Q2 | $569K | Buy |
+1,907
| New | +$569K | 0.35% | 55 |
|
|
2022
Q2 | – | Sell |
-1,021
| Closed | -$255K | – | 69 |
|
|
2022
Q1 | $255K | Buy |
+1,021
| New | +$255K | 0.21% | 67 |
|